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Disclosery

United Asset Strategies, Inc.: ISRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on ISRG, newest first. How the timeline and the estimate are built.

United Asset Strategies, Inc. held 2,542 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,542 shares
    Change vs previous 13F -19 shares

    0.07% of the 13F portfolio, value $1,010,903.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,561 shares
    Change vs previous 13F -81 shares

    0.09% of the 13F portfolio, value $1,180,595.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,642 shares
    Change vs previous 13F -9 shares

    0.12% of the 13F portfolio, value $1,496,323.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,651 shares
    Change vs previous 13F +252 shares

    0.1% of the 13F portfolio, value $1,185,607.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,399 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $1,303,641.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,405 shares
    Change vs previous 13F -3 shares

    0.11% of the 13F portfolio, value $1,191,124.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,408 shares
    Change vs previous 13F +27 shares

    0.12% of the 13F portfolio, value $1,256,880.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,381 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,169,714.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).